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Continue ReadingOver the past decade, growth investing has been the star. Financials may have bottomed relative to Technology. Click here for my thoughts on sector prospects...
Continue ReadingWhere did the buzz go for Amazon? Out the door with buff founder Jeff Bezos?...
Continue ReadingI own several dozen stocks in my portfolio, but some are smaller and speculative positions I'm comfortable with because my portfolio is diverse. However, if I could only put my money into a handful of stocks, I'd be completely fine owning just these five for the long haul...
Continue ReadingIn this piece, we will take a look at Medallion’s Fund’s strategy, returns, and holdings. If you want to skip out on the details about the fund’s manager, its history, and performance, then head on over to Medallion Fund Strategy, Returns, and Holdings: Top 5 Stock Picks. Out of the different investment strategies that hedge […]...
Continue ReadingWarren Buffett owns plenty of great stocks. These could be the best to buy and hold over the long run...
Continue ReadingA strong rally moved market levels markedly higher in Q2, leaving any angst of Q1's focus on banking turmoil behind. Click here to read the full fund letter...
Continue ReadingIncreased competition could make expanding in AI challenging, but AMD's diverse business will likely flourish over the long term...
Continue ReadingGrowth stocks have been the darlings of the market for the past decade or so, but they have also been a thorn in many investors' sides. Many growth stocks are known for prioritizing continued growth over maximizing profits, but some companies manage to do both pretty well. Profitability doesn't stop market volatility but can make it much easier to stomach...
Continue ReadingConsumer spending has softened over the past few months. The consumer discretionary sector is diversified beyond much more than retail and apparel names. Read more here...
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